• Cash management, financial reporting, and budgeting for four entities• Preparation of quarterly distribution of profits• Managing accounts payable and contract billing• Managing a surgical supply distribution company• Managing human resources for 120+ employees• Managing billing functions

• Preparing & reviewing tax exempt, corporate, partnership, individual, fiduciary, and employee benefit plan tax returns• Specializing in tax exempt services• Managing and maintaining direct client services and communication• Preparing written communication for tax and accounting issues• Conducting tax research to support tax compliance and planning as required

• Preparing & reviewing tax exempt, corporate, partnership, individual, fiduciary, and employee benefit plan tax returns• Tax exempt client services transitioning to the new Return of Organization Exempt from Income Tax (Form 990)• Managing and maintaining direct client services and communication• Preparing written communication for tax and accounting issues• Conducting tax research to support tax compliance and planning as required• Leading the Baton Rouge office’s transition to a paperless tax return preparing and reviewing process• Training new hires and employees on KPMG software and the office paperless processes